Chartered Financial Planner status stands as a proud indicator of the highest standards of learning and ethical behaviour and is the ultimate symbol of professionalism. Achieving chartered status is challenging and takes commitment.
We strive to support all of our advisers across the UK to be able to achieve this. It helps to ensure our adviser’s commitment to meet significant and ongoing obligations designed to ensure that they are competent, knowledgeable and ethical in their dealings.
The Chartered Financial Planner logo signifies that an individual or organisation has committed to:
The highest level of technical and professional knowledge and competence through professional qualifications.
Keeping knowledge and skills up-to-date through continuing professional development.
Ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.
Our Chartered Advisers
Guy Jenkins
Hereford
Brian Munroe
Bournemouth
Comran Taher
Hull
Simon Haydock
Cardiff
Neil Davis
Workington
Find your local Truly Independent financial adviser
Rob Ritchie
Alnwick, Northumberland
Equity Release, Long Term Care, Pension Investment Protection Mortgages
Mark G. Ainsley
Pulborough, West Sussex
Equity Release, Long Term Care, Pension Investment Protection Mortgages
Miles Finch
Bristol
Ethical and ESG Investing & Protection, Investments, Pensions, Retirement Planning
